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Strategies & Market Trends : Roger's 1998 Short Picks -- Ignore unavailable to you. Want to Upgrade?

To: space cadet who wrote (10460)	6/23/1998 7:46:00 PM
From: larry	Respond to of 18691

Space Cadet, First agree with you that it's so easy to make money by longing those few blue chip issues in this bull market. Second, I will let MSFT run toward 110 and then write some July 110 covered calls. Currently MSFT accounts for 30% of my portfolio. Third, I have followed DELL for a long time. I have noticed that when DELL takes a consolidation, it will usually retreats 15-25% before it makes its usual strong move. And the move is usually paced by a 40-60% gain in a hurry. According to my calculation, the next stop for DELL will be 110-130 within a month. Then it might retreat a bit, and hit 160 when it announces another split this coming August. Also agree with you about the potential of YHOO!. It certainly could pose a run toward 200-300 within the next 18 months and I happen to believe that YHOO! is worth that kind of market cap. However, AMZN is another story. good luck, larry!